DWX — SPDR INDEX SHS FDS

Ownership history in Compound Planning, Inc.  ·  2 quarters on record

This page tracks every 13F SEC filing in which Compound Planning, Inc. reported a position in SPDR INDEX SHS FDS (DWX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2025 Q2)
Avg. % of fund
0.03%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 19,915 +997 +5.3% 0.03% $850K $42.06
2025 Q2 INITIATED 18,918 — — 0.03% $797K $41.12
% of Fund (quarterly)    DWX price (monthly, adj. close)

Other funds also holding DWX

As of 2025 Q4 — sorted by position size

Concord Asset Management, LLC/VA 1.79% Concord Wealth Partners 3Y 1.41% Mount Lucas Management LP 3Y 7Y 1.15% Red Tortoise LLC 3Y 0.91% Dorsey Wright & Associates 3Y 7Y 0.64% Allen Capital Group, LLC 3Y 7Y 0.56% Hyundai Investments Co., Ltd. 3Y 0.53% Novak & Powell Financial Services, Inc. 0.46% AlphaCentric Advisors LLC 3Y 0.42% VestGen Investment Management 3Y 7Y 0.3%
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